We don’t accept average.
We reject it.

Your time and ideas have value
As an active financial advisor and entrepreneur, Sten will connect directly with your audience through stories and exercises to increase their awareness of what is possible and challenge them to pursue their full potential.

Key Focus Areas

Reject the Average Path

Your Time and Ideas Have Value

The Power of the Whiteboard

Value First Prospecting

Be A Master Communicator

Sten Morgan’s engaging presentations are tailored to inspire and equip financial professionals with the tools needed to thrive in today’s ever-evolving landscape. With a track record of transforming financial practices, Sten brings a unique blend of expertise, passion, and actionable strategies to your event.

Don’t miss the opportunity to elevate your team and drive success. Book Sten Morgan as your next keynote speaker, and let the transformation begin!

Contact us now to secure Sten Morgan for your corporate training event. Your team’s success story starts here.

I was holding mYSELF back from making more money

The Sten training challenged long held beliefs and assumptions I had about my own value and worth as a financial planner that were holding me back from charging more.

Darius, New York

What Advisors are Saying

Now I Know What I Am Worth

The Sten training challenged long held beliefs and assumptions I had about my own value and worth as a financial planner that were holding me back from charging more. Through learning how to quantify and visually display the value of our ideas in dollar amounts that can quickly add up to tens or often hundreds of thousands of dollars, I’m not only showing THEM what my expertise is worth but gaining confidence in my own worth and up-leveling my own practice because of it.

Mike J, Virginia

We know how much we save our clients

In just a few hours of training Sten taught us how to quantify the value we bring to our prospects and clients. It completely changed our approach, mindset, and confidence as we engaged in charging for our advice because we know how much we are saving them when we implement our planning strategies.

James, Maryland

The structure made the difference

Since the ‘How to Charge Event’ a few months ago, my practice in no where Virginia did about $80k in plan fees. My philosophy has always been be the best comprehensive financial planner possible and the rest will sort itself out. The EAN training gave me the structure to understand how to make a living from this philosophy.

Jared
Virginia

He Changed My Beliefs About Myself

He challenged long held beliefs and assumptions I had about my own value and worth as a financial planner that were holding me back from charging more. Through learning how to quantify and visually display the value of our ideas in dollar amounts that can quickly add up to tens or often hundreds of thousands of dollars, I’m not only showing THEM what my expertise is worth, but gaining confidence in my own worth and up-leveling my own practice because of it. I started a new financial plan this year with an existing client that is about 4X more than what I was charging before.

The Power of Whiteboarding

Learning about the power of whiteboarding and how impactful it can be in a client meeting will forever change the way I interact with my clients.

Mary, Alabama

An Immediate Impact

Sten’s training the most actionable advice & presentation I took away from our corporate event. It will immediately impact my business.

Mark, North Carolina

Never Knew My True Potential

I understand the potential I have in this business thanks to the vision Sten communicated. This message will fundamentally change the way I act as an advisor going forward.

Rick, North Carolina

My ideas are worth hundreds of thousands of dollars

Sten’s training taught me how to quantify and visually display the value of my ideas in dollar amounts that can quickly add up to tens or often hundreds of thousands of dollars in value for clients. That’s why it works.

Chris, Maryland

Old Dogs Like New Tricks

Bottom line is I’m a seven figure advisor that has been in this business for over 25 years. After hearing Sten’s training I’m going back and turning my business over because I have the road map and confidence to do it.

Tim, California

Improved My Work with Existing Clients

Because of Sten’s training I started a new financial plan this year with an existing client that is 400% more than what I was charging last year.

Ron, Ohio

It's about taking action

Because of Sten’s training I started a new financial plan this year with an existing client that is 400% more than what I was charging last year.

Ron, Ohio

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